Bordeaux Wealth Advisors LLC Vanguard Small Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,391 shares of VB stock, worth $737,813. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,391
Previous 3,229 5.02%
Holding current value
$737,813
Previous $688,000 12.65%
% of portfolio
0.26%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$204.0 - $228.59 $33,048 - $37,031
162 Added 5.02%
3,391 $775,000
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $181,394 - $223,456
1,035 Added 47.17%
3,229 $688,000
Q2 2023

Aug 09, 2023
SELL
$181.26 - $198.89 $11,600 - $12,728
-64 Reduced 2.83%
2,194 $436,000
Q1 2023

May 04, 2023
BUY
$179.51 - $208.76 $34,465 - $40,081
192 Added 9.29%
2,258 $428,000
Q4 2022

Feb 13, 2023
BUY
$179.99 - $196.57 $18,718 - $20,443
104 Added 5.3%
2,066 $379,000
Q3 2022

Nov 04, 2022
SELL
N/A
-7 Reduced 0.36%
1,962 $335,000
Q2 2022

Jul 28, 2022
BUY
N/A
1,969 New
1,969 $347,000

Others Institutions Holding VB

# of Institutions
1,970
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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